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Client Service Operations Associate Jobs in Hercules, CA

Wealth Management Practice

Be Seen First

Client Service & Operations Associate

San Francisco, CA · Remote

$90K - $110K/yr

Active FINRA Series 7 and Series 66 (or Series 63/65) licenses required. * 2+ years of experience as a Client Service Associate (CSA), Registered Client Associate, or Operations Specialist in wealth ...

Cerity Partners

Client Service Associate

San Francisco, CA · On-site

$17 - $23.50/hr

Client Service Associate The Client Service Associate provides operational support to our Wealth Advisors and/or Partners, providing services for 100 to 150 clients. The Client Service Associate is a ...

Cerity Partners

Client Service Associate

San Francisco, CA · On-site

$90K - $120K/yr

The Client Service Associate provides operational support to our Wealth Advisors and/or Partners, providing services for 100 to 150 clients. The Client Service Associate is a key member of the ...

Ceritypartners

Client Service Associate

San Francisco, CA · On-site

$90K - $120K/yr

The Client Service Associate provides operational support to our Wealth Advisors and/or Partners, providing services for 100 to 150 clients. The Client Service Associate is a key member of the ...

Threadline Wealth

Client Service Associate

San Francisco, CA · On-site

$17 - $23.50/hr

The Client Service Associate partners with Wealth Advisors and internal teams to provide responsive ... advisory operations, trading, portfolio management, tax, billing, and other support teams.

Stifel

Client Service Associate - NR

San Francisco, CA · On-site

$56K - $75K/yr

Perform operational or administrative functions for client related requests (i.e., check requests ... clients; non-registered Client Service Associates may not volunteer quote or other stock ...

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Client Service Operations Associate information

See Hercules, CA salary details

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How much do client service operations associate jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for client service operations associate in Hercules, CA is $28.98, according to ZipRecruiter salary data. Most workers in this role earn between $19.66 and $33.46 per hour, depending on experience, location, and employer.

What is the difference between Client Service Operations Associate vs Client Service Representative?

AspectClient Service Operations AssociateClient Service Representative
CredentialsTypically requires a bachelor's degree in business, finance, or related fieldOften requires a high school diploma or associate degree, with some roles preferring customer service certifications
Work EnvironmentUsually in back-office or operational teams, focusing on process management and supportFront-line customer interaction, handling inquiries and resolving issues
Employer & Industry UsageFinancial services, banking, investment firmsBanking, insurance, retail banking
Common Search & Comparison IntentUnderstanding operational roles and responsibilities in client supportCustomer interaction and service delivery

The main difference is that Client Service Operations Associates focus on supporting internal processes and operations behind the scenes, while Client Service Representatives handle direct customer interactions. Both roles are essential in client support but differ in responsibilities and work environment.

Is a client service operations associate a good job?

A client service operations associate is a role focused on managing client accounts, resolving issues, and supporting operational processes, often requiring strong communication and organizational skills. The job can offer stable employment, opportunities for skill development, and advancement within customer service or operations departments. Its suitability depends on individual career goals and interest in client interaction and problem-solving.

What does a client service operations associate do?

A client service operations associate manages and supports client accounts by handling inquiries, processing transactions, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong communication and organizational skills to coordinate between clients and internal teams.

What is a client service operations associate?

A client service operations associate is responsible for supporting client accounts by managing communication, resolving issues, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong organizational and communication skills to coordinate between clients and internal teams.

What is the role of a client service operations associate?

A client service operations associate is responsible for supporting client accounts, ensuring smooth communication between clients and the company, and managing operational tasks such as data entry, process coordination, and issue resolution. They often use customer relationship management (CRM) tools and require strong organizational and communication skills to maintain client satisfaction and operational efficiency.

What cities near Hercules, CA are hiring for Client Service Operations Associate jobs?

Cities near Hercules, CA with the most Client Service Operations Associate job openings:

Client Service Operations Associate jobs near you

Client Service & Operations Associate

San Francisco, CA • Remote

Wealth Management Practice
See more jobs at Wealth Management Practiceexternal

$90K - $110K/yr

Full-time

Posted 22 days ago

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Job description

Client Services Associate Job Summary

We are seeking an organized, proactive, and licensed Client Services Associate to support two experienced financial advisors within our wealth management practice. Supporting professionals with complementary working styles—one focused on technology and automation, and the other on personalized relationship management—this role bridges high-touch client service and operational efficiency. In this primarily remote position based in the Bay Area, you will serve as the primary point of contact for client inquiries, manage new account onboarding, coordinate meeting prep and follow-ups, and execute custodial workflows. The ideal candidate is adaptable, comfortable using financial technology (FinTech) and CRMs, and committed to delivering exceptional client service.

Client Services Associate Duties and Responsibilities


  • Serve as the main point of contact for client service requests, account inquiries, and day-to-day communications.
  • Prepare, submit, and process new account documentation, transfers (ACATs), beneficiary updates, and money movement requests (ACH, wires, checks).
  • Coordinate advisor calendars, schedule client review meetings, prepare presentation materials, and record detailed meeting notes and action items.
  • Create new accounts, establish portal access, and maintain client portfolios and records across custodial platforms and CRM systems.
  • Monitor compliance requirements, audit trails, and operational workflows to ensure regulatory adherence and risk mitigation.
  • Identify process bottlenecks and leverage technology, automation, and CRM tools to streamline administrative operations.
  • Perform essential administrative, clerical, and scheduling duties to allow advisors to focus on financial planning and business growth.

Client Services Associate Requirements and Qualifications


  • High school diploma or equivalent; Bachelor’s degree in Finance, Business Administration, Economics, or a related field strongly preferred.
  • Active FINRA Series 7 and Series 66 (or Series 63/65) licenses required.
  • 2+ years of experience as a Client Service Associate (CSA), Registered Client Associate, or Operations Specialist in wealth management, financial planning, or RIA/broker-dealer operations.
  • Direct experience navigating major custodial platforms (e.g., Charles Schwab, Fidelity, Pershing) and financial CRM software (e.g., Wealthbox, Redtail, Salesforce).
  • Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and a high aptitude for learning new FinTech tools.
  • Exceptional written and verbal communication skills, high emotional intelligence, and rigorous attention to detail.
  • Ability to work independently in a remote environment, prioritize tasks, and handle sensitive financial data with discretion.

Company Description

We are an established independent wealth management practice serving successful individuals, families, and business owners throughout the Bay Area and beyond. We pride ourselves on delivering exceptional client service while combining thoughtful financial planning with efficient, technology-driven operations.